U.S. stocks opened higher, with all three major indices rallying; LITE fell more than 9% and MRVL dropped over 5%.

According to data from the BIT Stock Platform, U.S. stocks opened with all three major indexes higher: the Dow Jones Industrial Average rose roughly 0.77%, the S&P 500 gained about 0.50%, and the Nasdaq Composite increased approximately 0.65%. The CBOE Volatility Index (VIX) fell around 2.4% to approximately 18.95. SpaceX (SPCX) climbed roughly 1.4%. The optical communication sector saw mixed performance: LITE dropped over 9%, CRDO fell about 2.4%, CIEN declined around 2%, AAOI rose approximately 1.3%, and COHR traded nearly flat. For Neocloud stocks: CIFR fell nearly 4.8%, NBIS dropped over 3%, ALAB declined nearly 3%, ASTS fell around 2%, IREN decreased roughly 1%, and CRWV edged lower. The semiconductor sector had mixed results: MRVL slid over 5%, INTC fell nearly 2.8%, ARM dropped about 1.6%; NVDA gained roughly 1.4%, TSM rose approximately 1.3%, ASML notched a small gain, and AMD traded nearly flat. In the storage sector: SKHY rose nearly 2.8%, STX fell about 2.1%, and WDC and SNDK edged lower. Crypto-linked stocks: MSTR climbed nearly 2.7%, BMNR gained about 1.9%, HOOD rose roughly 1.2%; COIN dropped approximately 1.6%, and MARA edged lower.